Price Chart

Key Stats

Net Expense Ratio Discount or Premium to NAV Total Assets Under Management 30-Day Average Daily Volume
0.59% -0.06% 862.93M 68778.57
Weighted Average Dividend Yield Turnover Ratio (Generic) 1 Year Fund Level Flows Max Drawdown (Since Inception)
2.63% 42.00% -349.36M Upgrade

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund will invest at least 80% of its total assets in equity securities, including common stock, issued by US-based publicly listed companies that provide high shareholder yield, which is the totality of returns realized by an investor in a company's stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Performance Versus Peer Group

 
20%
15%
10%
5%
0
View Category Returns. Upgrade now.
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (Price)
--
--
--
--
--
--
--
--
Total Return (NAV)
--
--
--
--
--
--
--
--
Peer Group Rtn. (NAV)
--
--
--
--
--
--
--
--
% Rank in Peer Group (NAV)
--
--
--
--
--
--
--
--

Annual Total Returns Versus Peers

Loading chart...
Name
2018
2019
2020
2021
2022
2023
2024
YTD
-13.53%
26.97%
13.53%
48.30%
-6.12%
16.47%
3.37%
3.98%
-4.38%
31.49%
18.40%
28.71%
-18.11%
26.29%
25.02%
17.72%
--
25.41%
2.31%
36.94%
-3.93%
17.38%
7.65%
13.44%
--
--
--
--
--
--
--
11.49%
As of December 10, 2025.

Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.46%
Stock 96.03%
Bond 1.28%
Convertible 0.00%
Preferred 0.00%
Other 1.22%
View Asset Allocation
Start Trial

Basic Info

Investment Strategy
The Fund seeks income and capital appreciation. The Fund will invest at least 80% of its total assets in equity securities, including common stock, issued by US-based publicly listed companies that provide high shareholder yield, which is the totality of returns realized by an investor in a company's stock.
General
Security Type Exchange-Traded Fund
Broad Asset Class US Equity
Broad Category Equity
Global Peer Group Equity US Sm&Mid Cap
Peer Group Mid-Cap Value Funds
Global Macro Equity North America
US Macro Mid-Cap Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Mid-Cap Funds
Fund Owner Firm Name Cambria
Broad Asset Class Benchmark Index
^SPXTR 100.0%

View Basic Info
Start Trial

Top Portfolio Holders